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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Velikonja Financial

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Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7707
Email Email us
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The power of collaboration 

We are not just a group of individuals that work together, we are passionate about what we do for clients every day.

 

Our Motto: CLIENTS FIRST

Our Commitment

  • Accountable – we observe the highest ethical standards and can always be trusted to act in the best interest of clients

  • Knowledgeable – we understand investments and we take the time necessary to fully understand clients' wants and needs

  • Accessible – our role is to ensure clients are well-looked after and that we deliver our commitments consistently  

 

Essential Elements of Our Investing Success

CONVICTION

We have a strong belief system and are willing to appear out of step in the short-run to be rewarded in the long-term.

PATIENCE

As long-term investors we are prepared to patiently wait for our investments to reach full valuation.

COURAGE

When investors are uncertain, we are able to make the difficult decisions. This process is clearly communicated to our clients.

 
Ted Velikonja

Ted Velikonja, CIM

Senior Wealth Advisor, Portfolio Manager
(519) 640-7707
ted.velikonja@cibc.ca

Ted Velikonja has built Velikonja Financial into one of CIBC Wood Gundy's top private wealth management advisory practices. He and his team have been providing holistic family office services, delivering global active investment strategies and custom solutions to affluent families, foundations, and corporations for over 30 years. Driven by an unwavering commitment to building lasting client relationships, his focus on helping his clients accumulate, preserve and manage wealth, has led him to be chosen as one of Canada's Top Wealth Advisors for 2021 by the Globe & Mail. 

 

Ted graduated from King’s University College at Western University. He is a strong believer in giving back to the community, and is an advocate for research and innovation in the health care sector. Ted generously supports the London Health Sciences Foundation, and sponsors many other local charities, including the Parkinson Society Southwestern Ontario.

 

Outside of work, Ted is a passionate cyclist. He resides in London with his wife, Carolynn. They enjoy a very close relationship with their three adult children.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Our Team

Ted Velikonja

Ted Velikonja, CIM

Senior Wealth Advisor
Portfolio Manager
William Brown

Bill Brown, CFP, CIM

Associate Wealth Advisor
Kevin Yoshida

Kevin Yoshida

Financial Associate
Nev Hutchinson

Nev Hutchinson, CFA

Associate Portfolio Manager
Debbie Bear

Debbie Bear

Administrative Assistant
Adam Ferrett

Adam Ferrett

Administrative Assistant
Connor Velikonja

Connor Velikonja, CFA

Associate Wealth Advisor
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Learn more
 

Contact us

Address

255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 640-7707
Toll-free: 1 (800) 265-5982
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.